Schedule your Appointment with Us Today! Monthly Market Review and Outlook Educational Videos Schedule your Appointment with Us Today! Monthly Market Review and Outlook Educational Videos Videos Annuity Educational Videos Life Insurance Educational Videos Retirement Educational Videos Ed Slott Educational Videos IRS WAIVES 2024 RMDS FOR IRA BENEFICIARIES SUBJECT TO THE 10-YEAR RULE TWO RMD STRATEGIES TO AVOID IRMAA REQUIRED MINIMUM DISTRIBUTIONS AND QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG THE WISE SHOPPER – ROTH CONVERSIONS JUST A FEW DAYS LEFT TO FIX 2023 EXCESS 401(K) DEFERRALS THE 10-YEAR RULE AND INHERITED IRAS: TODAY’S SLOTT REPORT MAILBAG 10 Things Boomers Should Consider Selling in Retirement 4 WAYS TO REDUCE YOUR RMD TAX BITE RMD RULES FOR IRA BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG ARE 529-TO-ROTH IRA ROLLOVERS SUBJECT TO STATE TAX? Weekly Market Commentary REQUIRED MINIMUM DISTRIBUTIONS AND ELIGIBLE DESIGNATED BENEFICIARIES: TODAY’S SLOTT REPORT MAILBAG 3 Ways Retirement Planning is Changing in 2024 WHAT IS RETIREMENT? FANTASY VS. REALITY HOW SECURE 2.0 IMPACTS COMPANY PLAN IN-SERVICE WITHDRAWALS America is hitting “peak 65” in 2024 as record number of boomers reach retirement age. Here’s what to know. America is hitting “peak 65” in 2024 as record number of boomers reach retirement age. Here’s what to know. Weekly Market Commentary As baby boomers hit ‘peak 65’ this year, what the retirement age should be is up for debate A WAY TO JUMP-START 529-TO-ROTH ROLLOVERS Privacy Policy Phone (785) 213-0740 Terms of Use Schedule Your Appointment Today! Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.